Calls
3
Ben Gutteridge
Market Insights Strategist, Invesco
Win Rate
0.0%
return
-6.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 15
$68.98
-1.8%
The Iran deal reopening the Strait of Hormuz will lower energy costs. The European manufacturing economies that were most beaten up by high energy prices should capture more attention and outperform in the coming weeks.
Equity Indexes
Long
Feb 17
$47.42
-1.0%
UK valuations are discounted relative to global peers. The BoE is pivoting to cuts. Lower rates usually support equity valuations. The UK offers "life-like" businesses (Energy, Mining, Tobacco) at a discount, providing a hedge against the high-valuation tech concentration in the US. LONG UK Equities for diversification and value catch-up. The UK economy enters a deep recession rather than a soft landing; political instability returns.
UK valuations are discounted relative to global peers. The BoE is pivoting to cuts. Lower rates usually support equity valuations. The UK offers "life-like" businesses (Energy, Mining, Tobacco) at a discount, providing a hedge against the high-valuation tech concentration in the US. LONG UK Equities for diversification and value catch-up. The UK economy enters a deep recession rather than a soft landing; political instability returns.
Equity Indexes
Long
Feb 17
$448.20
-17.8%
Gold has been volatile (down $82 recently) but central bank buying remains a structural constant. Despite short-term fluctuations driven by rate cut repricing, the "debt monetization" and "central bank diversification" themes are unchanged. The dip is viewed as technical noise within a structural bull market targeting $5,000+. LONG Gold on dips. High real rates in the US persist longer than expected, increasing the opportunity cost of holding zero-yield assets.
Gold has been volatile (down $82 recently) but central bank buying remains a structural constant. Despite short-term fluctuations driven by rate cut repricing, the "debt monetization" and "central bank diversification" themes are unchanged. The dip is viewed as technical noise within a structural bull market targeting $5,000+. LONG Gold on dips. High real rates in the US persist longer than expected, increasing the opportunity cost of holding zero-yield assets.
Commodities
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Ben Gutteridge has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: GOLD, EWU, SMH.
